swaitsandClaude Opus 5.5
f858fb4cfe
wanderbooks is a general MCP-first accounting application: every business needs its accounts mapped to where they land on its income tax return, and its CPA needs book-to-tax differences surfaced, not hidden. - ledger_core::tax: a catalog of stable categories (gross_receipts, commissions_fees, meals, guaranteed_payments, officer_compensation, nondeductible, ...) with kind (income, cost of goods, deduction), the returns each appears on (Schedule C, 1065, 1120-S, 1120), a default deductible percent (meals 50, nondeductible 0), and guidance. Keys, not line numbers: form lines move from year to year. - Accounts carry tax_category and an optional deductible_percent override, validated against the account type (and the return, at the MCP layer), journaled as account.tax_set, replayed, projected (schema v6). - tax_summary(start, end, form): the P&L grouped by category, book and deductible amounts (half away from zero to the cent), contra income (refunds) reducing receipts, and every account still uncategorized. - MCP: books.tax_categories (filtered to the configured return), books.set_tax_category, a tax_summary report in every format and in the CPA package, chart output with categories, and a fifth tax_category column in chart CSV imports, validated before anything is created. [company] tax_form, or derived from tax_classification. Scope stays book basis: no tax depreciation, basis, or filing. Tests: a hand-computed quarter (50% meals 333.33 -> 166.67, penalties at 0%, refunds as negative receipts, guaranteed payments, one uncategorized account; book net 5,276.67 vs tax 5,483.33); overrides; category/account /return validation; form parsing and derivation; CSV parsing; stdio: filtered catalog, mapping, refusal, summary, all-or-nothing import. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01MtYEaR6M6Ybdhm6X98BWNu
wanderbooks
Canonical double-entry bookkeeping, rebuilt from scratch. The engine is verified against oracles, parity is tracked automatically, and the primary interface is AI-first: you talk to an agent, the agent drives the books through MCP. Self-hosted, no rent.
What it is
ledger-core— the semantics engine. Exact decimal money, five account types, balanced journal entries, immutable posted log with reversing entries, trial balance, P&L, balance sheet, indirect-method cash flow, fixed-asset register with straight-line depreciation.ledger-store— durable storage. The source of truth is an append-only, hash-chained JSONL journal; SQLite is a disposable projection rebuilt from it; receipts live in a content-addressed blob store. Drafts are durable, corrupt projections self-heal.ledger-mcp— the AI-first interface. 27 MCP tools over stdio or Streamable HTTP: draft → preview → post workflow, server-side receipt policy (>$25), anti-splitting detection, asset management, digest for human review, plus read-only resources for dashboards.ledger-import— QuickBooks interop. Import bank/credit-card CSVs and chart-of-accounts CSVs; export IIF journal entries (for QuickBooks Desktop) and XLSX reports.
Verification
This is the storytold way applied to accounting: agents verify against oracles, never ship what they haven't demonstrated.
- 70 workspace tests: invariant tests encoding accounting law, golden-file report snapshots, property tests (proptest), end-to-end MCP stdio tests.
- Mutation testing via cargo-mutants; fuzzing via cargo-fuzz (11.5M+ executions, zero crashes).
- GnuCash is the behavioral oracle (never a code source — clean room, MIT OR Apache-2.0).
Status
Parity is 12 of 12 against the spreadsheet workflow it replaces
(docs/capability-parity.md). The parallel-run plan
(docs/parallel-run.md) is written; the Google Sheet stays the system of
record until a clean month and explicit cutover approval.
See plan/STATUS.md for where things stand and
plan/roadmap.md for where it's going.
Quickstart
cargo test # whole suite
cargo run -p ledger-cli -- init ~/books/acme # scaffold a books dir: mise.toml + AGENT.md
cargo run -p ledger-mcp -- --data-dir /tmp/books # MCP server over stdio
Then cd ~/books/acme: mise trust && mise install, mise run build,
mise run mcp-add, and start claude — the agent onboards from AGENT.md.
Layout
crates/ledger-core/ # engine: money, accounts, journal, ledger, reports
crates/ledger-store/ # journal + SQLite projection + blob store
crates/ledger-mcp/ # MCP server: 27 tools, resources, receipt policy
crates/ledger-import/ # QBO CSV import, IIF/XLSX export
docs/ # requirements, architecture, oracle, parity, glossary
plan/ # STATUS.md, roadmap.md
AGENTS.md # operating manual for agents working here
License
MIT OR Apache-2.0. See LICENSE-MIT and LICENSE-APACHE.